Analysts' Actions: AET CMCSA FFIV TWC UNH

United Healthcare ( UNH) was initiated with a buy rating at UBS. The company's scale, cash flow and growth in the Optum business will drive upside to shares, said UBS. Price target is $72.

Aetna ( AET) was initiated with a buy rating at UBS. The Coventry Healthcare acquisition helps position the company to meet or exceed its 10% EPS CAGR target, said UBS. Price target is $63.

Comcast ( CMCSA) coverage was started with a neutral rating at Baird. Valuation call, based on a $44 price target, Robert Baird said.

Time Warner Cable ( TWC) was initiated with a neutral rating at Baird. Valuation call, based on a $102 price target, Robert Baird said.

F5 Networks ( FFIV) shares were downgraded to neutral/high risk from buy/high risk at Citi. The company pre-announced earnings well below guidance given difficulty in deal closures, telecom weakness and soft government sales, said Citigroup.

Mattel ( MAT) was downgraded from buy to hold at Keybanc. Valuation call, as the stock has gained 23% year-to-date, Keybanc said.

WellPoint ( WLP) was initiated with a neutral rating at UBS. The appointment of a new CEO in March at a time when the core businesses face significant change drives uncertainty, said UBS. Price target is $70.

Caterpillar ( CAT) estimates and target cut at BofA/Merrill. Shares of CAT now seen reaching $95, according to Bank of America/Merrill Lynch. Company is leveraged to weaker mining trends. Neutral rating.

Hess ( HES) price target and estimates were increased given the upcoming proxy vote, said Citigroup. If activist investor, Elliott Management, has its nominees elected to the board, the stock will easily go to the new price target of $82.

Netflix ( NFLX) target was raised at Cantor. Shares are now seen reaching $180, according to Cantor Fitzgerald. Company can dominate internet television. Buy rating.

United Technologies ( UTX) numbers were boosted at Bernstein. Shares of UTX now seen reaching $98, according to Bernstein Research. Estimates also upped, given improving performance. Market Perform rating and new $98 price target.